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Women: Make a Financial Plan — the Secret of Your Success

Financial planning is more than just a good idea. Research has consistently shown that people who have financial plans — and who…

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Bring Charitable Giving Into Your Estate Plan

In addition to the altruistic and goodwill benefits any charitable contribution brings, it can also have significant tax advantages. When deciding your…

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Is a High-Deductible Plan Right for You?

“Save thousands on health insurance.” “Cut your premiums in half.” We’ve all seen the ads for high-deductible health plans (HDHPs), touting their…

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Are You Financially Fit?

If you don’t have a financial plan, that question may be hard to answer. To achieve financial wellness, you need to define…

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The Charitable IRA Transfer

If you are age 70½ or older and charitably minded, you may wish to consider tapping your individual retirement account (IRA). The…

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Taxable vs. Tax-Advantaged: Where to Hold Investments

When investing for retirement or other long-term goals, people usually prefer tax-advantaged accounts, such as IRAs, 401(k)s or 403(b)s. Certain assets are…

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Charitable IRA Rollover Eases Tax Pain of RMDs

One downside of contributing to a traditional IRA is that, once you reach age 70½, you must begin taking required minimum distributions…

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Protect Your Assets With a Trust

Contrary to what many people think, trusts are not reserved only for the wealthy. The truth is, people from all walks of…

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Income Inequality and Its Impact on Women’s Retirement

Here are the facts. Generally speaking, women earn less than men, live longer than men, and often take time out of the…

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Evaluating Investment Risk

What we don’t know can hurt us. When it comes to investing, investing too conservatively for our goals may be just as…

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